David Shehan - Morgan Stanley

From the website:As the leading provider of investment and business solutions for independent financial advisors across the nation, LPL has the tools, technology and resources to help you and your clients succeed. Learn more now.

LPL Financial is a trusted provider of investment and business solutions tailored for independent financial advisors nationwide. With cutting-edge tools, advanced technology, and ample resources, LPL empowers advisors and their clients to achieve success in the financial realm. As a leading industry expert, LPL Financial offers comprehensive support and guidance to help advisors navigate the complexities of the financial market and drive growth for their businesses. Discover how LPL can elevate your financial advisory practice today. Generated from their website's infomation

Wealth Strategies Group, LLC, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.